Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,110,541
+$1,420,551 QoQ
Shares Held
43,108
+9.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#1,197
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $27,806,115 across 15 Banks - Diversified names. JPM ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
43,108 | $14,110,541 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
58,329 | $8,434,956 | |
| 3 | BAC |
Bank Of America Corp /De/
|
44,562 | $2,539,142 | |
| 4 | TD |
Toronto Dominion Bank
|
7,045 | $855,474 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
4,217 | $745,143 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
5,899 | $487,493 | |
| 7 | C |
Citigroup Inc
|
2,382 | $333,384 | |
| 8 | ING |
Ing Groep NV
|
3,268 | $102,549 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,110,541 | 43,108 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $12,689,990 | 39,383 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,799,605 | 37,408 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,675,266 | 29,924 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,284,183 | 29,695 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,764,376 | 28,219 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,975,772 | 28,340 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,902,527 | 34,127 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,456,470 | 32,234 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,441,328 | 31,989 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $4,727,216 | 32,597 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,814,645 | 33,104 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,430,150 | 26,323 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,179,511 | 23,710 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,120,370 | 29,860 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,317,513 | 20,580 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,850,042 | 20,907 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,271,669 | 20,661 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,290,660 | 20,103 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,082,025 | 19,815 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,512,555 | 23,074 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,031,508 | 23,857 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,342,441 | 24,332 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,263,083 | 24,060 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,926,642 | 21,400 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||